Where your accounting and your investments meet.
CCG is an accounting firm, not a broker-dealer or registered investment advisor — we don't sell securities or manage portfolios. What we do is make sure the tax and financial picture around your investments is working correctly, whether that means reviewing account structures, understanding the tax impact of a transaction before it happens, or simply making sense of what you already own.
For clients who already work with a financial advisor or investment professional, we're glad to sit in on those conversations and coordinate directly, so tax considerations get factored in before decisions are made, not after.
What we help with
- Reviewing the tax impact of investment decisions before they happen
- Coordinating directly with your financial advisor or investment professional
- Explaining how different account types are taxed, so nothing is a surprise at filing time
- Bringing your investment, retirement and tax pictures into one coherent plan
- Planning around significant events like a business sale, inheritance or windfall
Good investment decisions and good tax decisions should be made together, not separately.